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Platform Analytics Reporting - excluding Planning Ideas that have been linked to a Dmd or Prj

Sharna Duff
Tera Contributor

3 weeks ago

I am wanting to report on planning item Ideas, but exclude those that have been linked to either a Demand or a Project. What filters should I add to the data source?

 

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AndersBGS
Tera Patron

3 weeks ago

Hi @Sharna Duff ,

 

You can create your report based on ideas table and exclude based on task where task type is not project or demand. 

 

If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.

Best regards
Anders

Rising star 2024
MVP 2025
linkedIn: https://www.linkedin.com/in/andersskovbjerg/

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